Simon Quick Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $683K | Buy |
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|
2025
Q2 | $717K | Sell |
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|
2025
Q1 | $718K | Sell |
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|
2024
Q4 | $851K | Sell |
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|
2024
Q3 | $1.25M | Buy |
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|
2024
Q2 | $1.2M | Buy |
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|
2024
Q1 | $887K | Buy |
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|
2023
Q4 | $721K | Sell |
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|
2023
Q3 | $649K | Buy |
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|
2023
Q2 | $429K | Sell |
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|
2023
Q1 | $532K | Buy |
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|
2022
Q4 | $317K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $95K | Buy |
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|
2021
Q4 | $109K | Sell |
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|
2021
Q3 | $215K | Buy |
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|
2021
Q2 | $92K | Buy |
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|
2021
Q1 | $87K | Buy |
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|
2020
Q4 | $69K | Buy |
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|
2020
Q3 | $59K | Hold |
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|
2020
Q2 | $58K | Buy |
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|
2020
Q1 | $35K | Sell |
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|
2019
Q4 | $56K | Sell |
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|
2019
Q3 | $62K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $65K | Hold |
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|
2018
Q4 | $55K | Sell |
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|
2018
Q3 | $78K | Sell |
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|
2018
Q2 | $82K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $234K | Sell |
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|
2017
Q3 | $257K | Buy |
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